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General Membership

General Membership is your best way to utilize our resources and find out what we're all about. We organize weekly Thursday meetings that include equity pitches, educational presentations and opportunities to meet industry professionals in all facets of finance. In addition, members have the opportunity to invest in our fund, access exclusive (not on the website) resources such as finance interview guides, books, and older pitches. Practical finance skills are so important and the best way to learn is with others. Throughout the semester, we hold several value investing tutorials, along with financial modeling workshops. Members will have the opportunity to build financial models from ground up with hands-on guidance from Officers. The Berkeley Investment Group Membership aims to introduce students new to investing in an interactive fashion. This is the first step to joining our community: become a member.

Intro to Investing

The Intro to Wall Street DeCal is taught by BIG officers Wednesdays 7-9pm and offers a perfect avenue for relative novices to learn more about investment. The class starts with the basics of analyzing a company and lectures on how the market works, and gradually progresses to simple modeling by the end of the semester. By the end of the course, every student will be able to formulate and support their own investment theses. This is a great place to start for new members who hope to later proceed to the intern program. The top performers automatically get an interview. Here's a link: Official DeCal Page

The Last of us

Analyst Program

Overview

The Berkeley Investment Group, at its core, is a mutual fund that has $130,000 student raised and managed AUM. Analysts, also known as officers, are a group of around 40 students who devote 5-10 hours a week actively monitoring the fund's long/short equity holdings, generating ideas for new positions, and supporting BIG's various educational and professional community events. To become an analyst, each officer spent a semester involved in the club's intern program, a comprehensive course that allows new students to gain the skills and understanding needed to manage a fund.

Why Should You Become an Analyst?

- Our analysts have moved on to work at some of the most prestigious buy-side and sell-side firms

- The skills you gain as an analayst directly translate to any career in finance

- Our analysts are passionate about investing and are constantly learning from each other

- Analysts are constantly getting feedback and becoming better investors

- Our analysts have participated in and placed in major investing competitions across the country including the Michigan and USC Stock Pitch Competitions as well as the Haas case competition

- Many of our analysts manage their own personal accounts and are able to apply their skills to enhance their returns and utilize BIG as a place to get feedback on their ideas

Typical Analysts Participate in the Following:
  • - Idea Generation
  • - Financial Modeling
  • - Updating Current Holdings
  • - Communicating with Investors
  • - Organizing Professional Development Events
  • - Teaching the Decal, Intern Program, or General Members
  • - Professional Development and Mentorship
Past BIG Materials